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Akre Focus Fund Retail Class (AKREX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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50.48-0.19 (-0.37%)
At close: 8:01PM EDT
Full screen
Previous Close50.67
YTD Return7.96%
Expense Ratio (net)1.32%
CategoryLarge Growth
Last Cap Gain0.00
Morningstar Rating★★★★★
Morningstar Risk RatingLow
Sustainability Rating
Net Assets14.02B
Beta (5Y Monthly)0.79
5y Average ReturnN/A
Holdings Turnover3.00%
Last Dividend0.00
Average for CategoryN/A
Inception DateAug 31, 2009
  • Barrons.com

    It’s a Weird Market. Time To Go Active.

    A violent selloff and equally rapid ascent in the stock market has caused mispricings and created massive disparities among sectors and stocks, giving actively managed mutual funds an opportunity to beat the index’s return, after lagging behind badly throughout the long bull market. “It makes sense to be surgical now more than ever,” says Ron Carson, CEO and founder of Carson Group, an Omaha advisory, which last quarter added an active strategy to U.S. stock allocations and is in the process of switching all of its developed international allocation to active funds from about a 50-50 split. The move by Carson and other advisors is a fresh vote of confidence for actively managed mutual funds, most of which trailed passive strategies throughout the long bull market.

  • 5 Great Funds for a Down Market

    5 Great Funds for a Down Market

    "Everyone has a plan until they get punched in the mouth." Fearsome former heavyweight champ Mike Tyson wasn't talking about investors when he dispensed that particular piece of wisdom. But with the walloping portfolios have taken in recent months, he might as well have been. The recent stock market plunge serves as a wake-up call (if not an uppercut to the jaw) for investors.If major declines in your mutual funds have you reconsidering just how much of a beating you're willing to take, consider adding a fund that holds up in difficult markets. From the 2007-09 bear market through today's turmoil, Standard & Poor's 500-stock index has had five downturns of 15% or more. And, with one exception, the large-company stock funds below held up better than the index on every occasion (Akre Focus didn't open for business until 2009). These funds won't dazzle when the market returns to bull form. But by surrendering less when the market flounders, they've each built market-beating track records over the long term. SEE ALSO: 11 Best E-Commerce Stocks for Electrifying Returns

  • 3 Mutual Fund Misfires To Avoid In Your Retirement Portfolio - November 13, 2019

    3 Mutual Fund Misfires To Avoid In Your Retirement Portfolio - November 13, 2019

    If your financial advisor made you buy any of these "Mutual Fund Misfires of the Market" with high expenses and low returns, you need to reassess your advisor.